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Please find attached The Context, our Financial Intelligence newsletter. The Context contains a selection of thought leadership articles from around the globe, spanning a host of asset classes to give you value-added insight into key themes affecting macroeconomics, markets, and fund flows, All feedback is greatly appreciated, so please do get in touch if you have any comments or suggestions. We hope you find it useful.

For the pdf, please click THE CONTEXT

Recommended Articles

  • IGM FX and Rates

    China Insight: Year 2020 - USD/RMB in 6.9-7.2 range, phase-2 deal too tough for China

    11 Dec 2019

    China Insight: Year 2020 - USD/RMB in 6.9-7.2 range, phase-2 deal too tough for China

  • IGM Credit, IGM FX and Rates

    China Insight: Year 2020 – Growth Sluggish, While Monetary Policy Cautious

    By Tim Cheung 10 Dec 2019

    After suffering slow growth in 2019, China will find 2020 another tough year for the economy as trade tension uncertainty continues to hurt business confidence while supply-side shock to consumer price restrains room for monetary easing in 1H20. We will unlikely see notable growth stabilisation or a rebound till 2H2020 at the earliest, provided the US-China trade tension does not escalate. China has been hardest hit by the global economic slowdown since 2Q18 due to trade tensions and its structural deleveraging. 2019 is a year of stress as trade tensions continued to escalate and policymakers further tightened property policy. The GDP growth decelerated from 6.8% in 1Q2018 to 6% in 3Q2019 and will likely reach 6.1% for full-year 2019. Further slowdown in 2020 seems unavoidable, so we won't be surprised if GDP growth sees as low as 5.7% in 2020 on a full-year basis (chart 1).

    Topics Industry News

  • IGM Credit, IGM FX and Rates

    The Context 12.09.19

    09 Dec 2019

    Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: The GBP Week - Bias is Neutral Going into the polling day, we'll maintain a buy dips bias, but expect activity to slow pretty dramatically over coming sessions unless polls take a surprise turn. If Johnson can increase his lead further and maintain a solid 14-15% lead into Thursday then we could see GBP/USD ticking higher still towards 1.32-33, even 1.3500, but in truth we expect more cautious trade than that. South African Bond Investors Are Not Waiting Around For a Moody's Cut to Junk South Africa's benchmark 10-year bond yield is trading at more than 9% and with inflation running at less than half that, means that the government is forced to borrow at one of the highest real rates for any investment grade credit. Asia Credit Insight: Chinese Issuers Fuel Increase in November 69 issuers raised a total of US$33.637bn of funding in the APAC primary US$ market in the month of November from 78 separate tranches, which registered a 4.4% increase month-on-month and a 2.9% rise year-on-year. Read more from The Context and subscribe to have it delivered to your inbox each week!

    Topics Industry News


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